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NEWS TAGGED CHIPS + COMPONENTS
Monday 29 December 2025
Move over, Malaysia? India's emerging OSAT sector claims price parity in legacy packaging
India's first wave of OSAT facilities is moving from capacity announcements to competitive positioning, with some domestic players now benchmarking themselves against established backend...
Monday 29 December 2025
Taiwan quake hits chip fabs, but Nanya says operations largely unaffected
A magnitude-7.0 earthquake struck offshore Yilan late on December 27, 2025, rattling northern Taiwan. The quake prompted precautionary shutdowns across Hsinchu Science Park. Several...
Monday 29 December 2025
South Korea expected to reclaim no. 2 in global chip equipment spending by 2026

South Korea is on track to significantly increase semiconductor equipment investment in 2026 as rising demand for high-bandwidth memory...

Monday 29 December 2025
8-inch foundry price rises take hold as BCD, HV nodes lead
The global 8-inch wafer foundry market has entered a price upcycle. Foundries, including SMIC and Hua Hong Semiconductor, along with major Taiwanese and South Korean mature-node players,...
Monday 29 December 2025
Wingtech seeks full Nexperia control with US$8 billion arbitration threat
On the afternoon of December 26, 2025, Wingtech Technology convened its fifth extraordinary shareholders' meeting of 2025, sending a resolute signal: the company is prepared not only...
Monday 29 December 2025
AMD and Nvidia set to raise GPU prices in early 2026 amid rising memory costs
GPU prices are expected to rise in early 2026 as memory costs surge. AMD may implement hikes starting in January 2026, with Nvidia following in February 2026, according to industry...
Monday 29 December 2025
Nvidia reportedly sets 4Q26 target for 16-high HBM supply
Nvidia has reportedly asked memory suppliers to prepare for the delivery of 16-high high-bandwidth memory by the second half of 2026, according to industry sources cited by South Korean...
Monday 29 December 2025
Foundry 2.0 market hits US$85 billion in 3Q25: TSMC, AI packaging lead growth
The global semiconductor industry's transition into the "Foundry 2.0" era is now measurable in revenue, utilization, and competitive positioning. The expanded foundry ecosystem generated...
Monday 29 December 2025
Analysis: Nvidia builds capital moat to lock in CUDA era
After briefly approaching a US$5 trillion market capitalisation, Nvidia spent 2025 deploying capital at an unprecedented pace, backing Groq, OpenAI, Nokia, Synopsys, and Intel through...
Monday 29 December 2025
Zhonghao Xinying targets 2026 launch for 2nd-gen TPU as AI inference takes the lead
As global AI compute demand pivots from large-scale model training toward application deployment, Zhonghao Xinying (Hangzhou) Technology founder and CEO Yang Gongyifan said in an interview...
Monday 29 December 2025
Nvidia-Groq deal rattles South Korean chip startups
Nvidia has accelerated its expansion into artificial intelligence inference by signing a non-exclusive licensing agreement with startup Groq. The deal gives Nvidia access to specialized...
Monday 29 December 2025
Drone boom lifts Taiwan's communication and chip suppliers
The global unmanned vehicle market is booming with explosive growth. This surge has revitalized existing sectors while boosting related supply chains that are now targeting a second...
Monday 29 December 2025
AI supercycle and replacement demand support Foxconn's growth in 2026
Foxconn's operating structure is clearly shifting. Previously driven mainly by consumer electronics cycles, it is now gradually tilting toward AI servers, cloud, AI infrastructure,...
Monday 29 December 2025
Rohm partners with Nvidia to expand power semiconductor opportunities
According to Nikkei, although electric vehicle (EV) demand has been below expectations, weighing heavily on Rohm Semiconductor's SiC power semiconductor equipment investments,...
Monday 29 December 2025
Weekly news roundup: AMD lands Alibaba chip deal as US probes Nvidia buyers, ASML keeps lithography lead
These are the most-read DIGITIMES Asia stories in the week of December 22 to December 29, 2025.